-80.4%
PATH vs BEN
+52.7%
-133.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.7% | -1.8% | -0.3% |
| 7D | -4.8% | +6.7% | -11.5% | -9.1% |
| 30D | +2.7% | +3.0% | -0.4% | +0.4% |
| 3M | -4.2% | -4.3% | +0.2% | -2.0% |
| 6M | +24.7% | +16.4% | +8.4% | +10.1% |
| YTD | -17.6% | +46.8% | -64.3% | -39.3% |
| 1Y | -5.3% | +57.3% | -62.7% | -34.0% |
| 3Y | -22.0% | +63.7% | -85.7% | -49.3% |
| 5Y | -76.5% | +19.8% | -96.3% | -83.2% |
| All | -80.4% | +52.7% | -133.1% | -85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling